Episode Details

Markets are rallying—but is Wall Street underestimating the biggest risks ahead?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Investment Strategist at U.S. Bank, for a powerful conversation on the forces shaping markets right now—from AI investment and Fed policy to oil prices, consumer resilience, and portfolio diversification.

With the S&P 500 pushing toward record highs, first-quarter earnings beating expectations, and AI capex driving growth beyond Big Tech, Rob explains why broadening market leadership may signal a healthier rally—but also warns investors about valuation pressures, oil shocks, and debt risks that could quickly change sentiment.

💥 Key topics include:
• Can the S&P 500 keep climbing from here?
• AI job creation, productivity & the next phase of economic growth
• Fed rate cuts: Will the Federal Reserve move by year-end?
• Chair Warsh, balance sheet policy & inflation implications
• Oil prices, Iran peace developments & macro market sensitivity
• Consumer resilience vs. rising debt and slowing credit growth
• Why diversification beyond AI stocks may be critical now
• Bonds, Treasury yields, structured credit & global opportunities

⚡ Rob also breaks down why oil prices and 10-year Treasury yields may be the two most important macro indicators investors should watch right now—and how U.S. Bank is positioning portfolios for the next phase of this market cycle.

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